Invest in India from the United States.
In the US and thinking about India? We help you invest with clarity, and we check first which options are open to you as a US resident.
Who we help in United States
We start with your goals, not a product: what you are investing for, when you will need it, and how much risk you can live with. AMFI Registered Mutual Fund Distributor: ARN 174062.
Tech, medical and finance professionals
Strong US incomes and India goals that deserve more than an idle savings account.
Families with parents in India
Supporting family back home while building your own wealth and a base in India.
Those planning to move back
Preparing the India side of your life years before you return.
What to know as an NRI in United States
Some fund houses accept US residents, some do not
Not every fund house in India takes investments from US residents. We check which ones you can use, before you do any paperwork.
NRE and NRO accounts
NRE for money you bring from the US, NRO for income earned in India. We help you set up what suits your goals.
KYC and NRI status
Your KYC is updated to NRI status with your US address. We guide you step by step.
Repatriation
NRE funds can generally be repatriated, subject to rules. We explain this up front.
US reporting rules
The US has its own rules on overseas investments. Tax rules depend on your country of residence. Please confirm the details with a tax professional there.
How we work with you from the USA
Our office is in Margao, Goa. You do not need to be here. Call or message us on +91 83780 80888.
Message us on WhatsApp- 01A first callA short WhatsApp or video call at a time that suits you in the USA. We learn about your goals, your family and what you already hold.
- 02We check what is open to youYour residential status and country decide which accounts and fund houses you can use. We confirm this before any paperwork.
- 03Set-up from wherever you areNRE or NRO account, KYC updated to NRI status, and a clear list of documents. Most of it moves digitally.
- 04Invest and reviewA plan linked to your goals, with regular reviews over video. Your family in India can be part of the conversation.
Questions from NRIs in United States
Some fund houses accept investments from US residents and some do not. We check which ones you can use, then help you set up and invest.
Rules vary by fund house and by your country of residence. That is why we check first, so you do not waste time on options that are closed to you.
Yes, it is a good idea. Tax rules depend on your country of residence. Please confirm the details with a tax professional there. We can work alongside them.
NRE holds money you earn abroad and bring to India, and can generally be taken back abroad. NRO holds income earned in India, like rent, and has conditions on repatriation. We help you use each for the right goal.
Not usually. Much of the process can be done with digital documents and video calls from the USA. We tell you exactly what is needed before you begin.
Read and try next
Where else we help NRIs
Mutual fund investments are subject to market risks. Please read all scheme related documents carefully. We do not promise returns.
Your next step
Turn this number into a plan you can act on.
Walk through your result with Manalee Verneker, our founder. No jargon, no obligation.
Talk to our financial expertWhatsApp us+91 83780 80888